Financial Planning and Analysis Manager

Bones Coffee Company; Cape Coral (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

Bones Coffee Company is seeking an FP&A Manager to build scalable planning, forecasting, and performance-management capabilities. You will partner with the Commercial Team and other leaders to drive revenue growth, margin, EBITDA, and cash flow across omnichannel channels.

Reporting to the VP of Finance, this high-impact role involves establishing an integrated planning process, developing driver-based models, and delivering actionable insights for leadership decisions.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• Progressive FP&A or commercial finance experience in high-growth CPG, food & beverage, or e-commerce preferred.
• Expertise in budgeting, forecasting, financial modeling, variance analysis, and management reporting.
• Strong understanding of CPG financial economics: gross-to-net, trade spend, product costs, channel mix, cost-to-serve, margin drivers.
• Advanced Excel skills with scalable, auditable financial models.
• Ability to influence and partner with senior leaders and cross-functional stakeholders.
• Strong business acumen and ability to translate data into actionable recommendations.
• Excellent written and verbal communication in a fast-paced environment.

Responsibilities

• Lead annual budgeting, rolling forecast, and long-range planning; coordinate inputs and challenge assumptions.
• Develop sales forecasts by channel, customer, product, and SKU including promotions and seasonality.
• Evaluate investment effectiveness and promotional spend; analyze MER, NCAC, CLTV metrics.
• Analyze actual results vs budget, forecast, and prior year to identify drivers.
• Build profitability analyses by channel, customer, product; assess cost-to-serve components.
• Create financial scenarios and sensitivity analyses for new initiatives and investments.
• Lead monthly/quarterly business reviews; translate results into insights and actions for leadership.
• Develop dashboards and leadership materials for reliable decision-making; ensure data consistency.
• Collaborate with Accounting to ensure reporting accuracy and FP&A alignment; leverage NetSuite for automation.

Skills

Budgeting & forecasting

Financial modeling

Variance analysis

Strategic partnering

Stakeholder management

Education

Bachelor's degree in Finance/Accounting/Economics/Business

Tools

NetSuite

Excel

BI tools

Job description

Bones Coffee Company is a family-owned, flavor-forward specialty coffee brand known for its bold, creative flavors and passionate community. We sell across direct-to-consumer, marketplace, wholesale, and mass retail channels. Our continued growth is creating an opportunity for a commercially minded finance professional to build scalable planning, forecasting, and performance-management capabilities.

Position Summary

Bones Coffee Company is a family-owned, flavor-forward specialty coffee brand known for its bold, creative flavors and passionate community. We sell across direct-to-consumer, marketplace, wholesale, and mass retail channels. Our continued growth is creating an opportunity for a commercially minded finance professional to build scalable planning, forecasting, and performance-management capabilities.

Position Summary

The FP&A Manager will report to the VP of Finance and serve as a strategic business partner to the Commercial Team and other functional leaders.

This is a high-impact, build-it role responsible for establishing the company’s sales and financial planning capabilities, developing decision-support models, and translating financial and operating data into actionable recommendations. The role will help improve revenue growth, gross margin, EBITDA, cash flow, and resource allocation across the company’s omnichannel business.

Key Objectives

• Establish an integrated sales and financial planning and forecasting process with clear assumptions, ownership, cadence, and variance reporting.
• Build driver-based financial models covering revenue, gross margin, operating expenses, EBITDA, cash flow, and working capital.
• Provide channel, customer, product, and SKU-level insights that identify performance drivers, risks, and profitable growth opportunities.
• Partner with functional leaders to develop the Annual Operating Plan, budget, rolling forecasts, and long-range plans.
• Establish management reporting and KPI visibility that enables timely, data-driven business decisions.

Primary Responsibilities

• Lead the annual budgeting, rolling forecast, and long-range planning processes, coordinating inputs and constructively challenging assumptions across the organization.
• Partner with Sales to develop sales forecasts by channel, customer, product, and SKU incorporating distribution, velocity, pricing, promotions, innovation, and seasonality.
• Partner with Marketing to evaluate investment effectiveness, customer acquisition economics—including MER, NCAC, CLTV, and subscription metrics—promotional performance, and spending tradeoffs.
• Analyze actual results versus budget, forecast, and prior year, clearly identifying volume, price, mix, cost, and timing drivers.
• Develop channel, customer, and product profitability analysis incorporating gross-to-net sales, trade spending, fulfillment, freight, product costs, and other cost-to-serve components.
• Build financial scenarios and sensitivity analysis for new customers, channels, products, pricing actions, promotions, capital investments, and other strategic initiatives.
• Lead monthly and quarterly business performance reviews, translating financial and operating results into clear insights, risks, opportunities, and recommended actions for leadership.
• Develop management reporting, KPI dashboards, and leadership materials that provide reliable and decision-useful information.
• Partner closely with Accounting to ensure reporting accuracy, consistent data definitions, and alignment between actual results and financial planning models.
• Leverage NetSuite and other data sources to automate recurring analysis, improve data quality, and strengthen financial visibility.
• Continuously improve FP&A tools, processes, controls, documentation, and forecast accuracy and, as the company scales, support the development of the broader FP&A capability and team.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• Progressive experience in FP&A, commercial finance, or a related financial leadership role, ideally within a high-growth CPG, food & beverage, or e-commerce environment.
• Demonstrated expertise in budgeting, forecasting, financial modeling, variance analysis, and management reporting.
• Strong understanding of CPG financial economics, including gross-to-net sales, trade spend, product costs, channel mix, cost-to-serve, and margin drivers.
• Advanced Microsoft Excel skills with demonstrated ability to build scalable, auditable financial models.
• Demonstrated ability to influence, constructively challenge, and partner with senior leaders and cross-functional stakeholders.
• Strong commercial acumen and business judgment with the ability to translate complex financial and operating data into clear recommendations.
• Strong written and verbal presentation skills with the ability to communicate effectively with both financial and non-financial audiences.
• High attention to detail, intellectual curiosity, and the ability to operate effectively in a fast-paced, evolving environment.

Preferred Qualifications

• Hands-on NetSuite experience, including financial reporting, saved searches, budgeting, or analytics.
• MBA or other relevant graduate degree; CPA or CMA certification a plus.
• Experience supporting an omnichannel business across direct-to-consumer, Amazon/marketplace, grocery, mass, club, convenience, or specialty retail.
• Experience with business intelligence, financial planning, or data visualization tools.
• Experience operating in a lean, entrepreneurial, or scaling organization where building processes and capabilities is as important as running them.

Equal Opportunity Employer

Bones Coffee Company is an equal opportunity employer and is committed to creating an inclusive workplace. Employment decisions are based on qualifications, merit, and business needs. All qualified applicants will receive consideration for employment without regard to any status protected by applicable law.